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Jason Joseph Klauk

Leavell Investment Management, Inc.

Birmingham, AL

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Current Employers
Leavell Investment Management, Inc.

210 Saint Joseph Street, Mobile, AL 36602 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-16
AL RA APPROVED 2024-09-11
  • TX RA
    APPROVED
    Since 2025-12-16
  • AL RA
    APPROVED
    Since 2024-09-11

Branch Locations

2712 18Th Place South, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gmt Capital Atlanta GA 09/2013 02/2022
Millennium Atlanta GA 02/2022 11/2023
Leavell Investment Management Birmingham AL 09/2024 Present
Unemployed Atlanta GA 11/2023 09/2024
  • 09/2013 → 02/2022
    Gmt Capital
    Atlanta, GA
  • 02/2022 → 11/2023
    Millennium
    Atlanta, GA
  • 09/2024 → Present
    Leavell Investment Management
    Birmingham, AL
  • 11/2023 → 09/2024
    Unemployed
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 2007-07-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    2007-07-31
Other Names
  • Jason Klauk
  • Jason Joseph Klauk

View on SEC IAPD

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Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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